Legal project managers: route intake questionnaires instantly

Project managers miss consultation submissions, delaying matter intake and risking missed deadlines. Submissions reach intake pipelines so legal intake and project managers start triage and no form is missed.

Overview

Missed consultation forms create triage backlogs that delay matter onboarding and risk missed deadlines. This workflow routes questionnaires into your intake pipeline and creates or links matter records so legal intake and project managers begin triage immediately, eliminating lost submissions and improving handoffs.

Notable Features

Forward questionnaires to intake pipelines
Create or link matter records
Notify intake and project managers